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OISVX vs VSCAX
OISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAX
Optimum Small-Mid Cap Value Instl
Price$14.67
Change+$0.28 (+1.95%)
VolumeN/A
Net Assets846.5M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
OISVX vs VSCAX Comparison Chart in %
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OISVX vs. VSCAX commentary
Feb 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OISVX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. OISVX (847M). OISVX pays higher dividends than VSCAX: OISVX (0.92) vs VSCAX (0.23). OISVX was incepted earlier than VSCAX: OISVX (23 years) vs VSCAX (27 years). OISVX (1.33) is less costly to investors than VSCAX (1.10). OISVX is a more actively managed with annual turnover of: 117.00 vs. VSCAX (52.00). OISVX has a lower initial minimum investment than VSCAX: OISVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 18.26 vs. OISVX (1.10). VSCAX return over 5 years is better than : 68.92 vs. OISVX (5.21).
| OISVX | VSCAX | OISVX / VSCAX | |
| Total Expense Ratio | 1.24 | 1.10 | 113% |
| Annual Report Gross Expense Ratio | 1.33 | 1.10 | 121% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 6.151 | 12.643 | 49% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 847M | 9.42B | 9% |
| Annual Yield % from dividends | 0.92 | 0.23 | 397% |
| Returns for 1 year | 1.10 | 18.26 | 6% |
| Returns for 3 years | 4.43 | 51.27 | 9% |
| Returns for 5 years | 5.21 | 68.92 | 8% |
| Returns for 10 years | 47.77 | 108.32 | 44% |
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